AdvisorOS Directory
Claim Profile
MM

Michelle Elaine Macdonald

VII PEAKS CAPITAL LLC·SANTA MONICA, California
Unclaimed Profile
1431 OCEAN AVENUE, SANTA MONICA, CA 90401CRD# 5530490Firm CRD# 153825
01

About

Michelle Elaine Macdonald is a registered financial advisor based in SANTA MONICA, California, affiliated with VII PEAKS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
VII PEAKS CAPITAL LLC
VII PEAKS CAPITAL LLC
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VII PEAKS CAPITAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5530490
Firm CRD# 153825
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michelle Elaine Macdonald offer?
Michelle Elaine Macdonald specializes in Investment Management, Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Michelle Elaine Macdonald's credentials?
Michelle Elaine Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Elaine Macdonald located?
Michelle Elaine Macdonald is based in SANTA MONICA, California, working with VII PEAKS CAPITAL LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Michelle Elaine Macdonald charge for services?
Michelle Elaine Macdonald's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VII PEAKS CAPITAL LLC?
VII PEAKS CAPITAL LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA MONICA
Theresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCDaniel Eric Abrams — COBALT INVESTMENT MANAGEMENT LLCJames Watson Montgomery — MARCH VENTURE CAPITAL MANAGEMENT SERVICES, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile